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Kelly O'Neill

Kelly O'Neill

Executive Administrative Assistant

Kelly O’Neill is the glue that holds the office together. Her professional experience began in the automotive industry, where she supported a team of executives and learned the importance of customer service, organization and due diligence.  Now, as a trained assistant in the finance industry, Kelly helps to schedule, process paperwork and organize the office to enhance the ability for the advisors to meet the needs of our clients.

Kelly graduated from Oakland Community College with an Associates Degree in Business Administration. She has worked hard to earn the hearts of all the clients. Her team effort helps to create a fun and organized office setting.